证券记录 · 已归档季度
EWQ
名称等待档案录入
36被追踪持有人
-5Δ持有人
6.80M持有股份
$294.88M报告持仓市值
+3新建仓位
−8清仓
动量输入（同类管理人）：
持有人广度 -12.2% ·
股份流向 +14.8% ·
净新建仓位 -13.9%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.51K | $62,815 | n/a | n/a |
| Q2 2026 | 35 | +1 | 5.67M | $257.39M | +3 | −3 |
| Q1 2026 | 36 | -5 | 6.80M | $294.88M | +3 | −8 |
| Q4 2025 | 41 | +2 | 5.93M | $266.41M | +3 | −1 |
| Q3 2025 | 7 | -1 | 2.12M | $93.21M | +1 | −2 |
| Q2 2025 | 6 | -1 | 1.34M | $57.25M | +1 | −2 |
| Q1 2025 | 5 | 0 | 102.56K | $4.08M | +1 | −1 |
| Q4 2024 | 5 | +1 | 312.27K | $11.20M | +2 | −1 |
| Q3 2024 | 4 | -1 | 194.21K | $7.85M | +1 | −2 |
| Q2 2024 | 5 | n/a | 330.80K | $12.50M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 1.96M | +148.5% | $85.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 1.76M | +4.8% | $76.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Jane Street Group, Llc | 1.08M | +103.0% | $46.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Allspring Global Investments… | 568.12K | -26.2% | $24.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Lido Advisors, LLC | 476.27K | +168.4% | $20.66M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | LPL Financial LLC | 238.47K | -7.8% | $10.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 147.15K | -26.4% | $6.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 116.85K | -82.9% | $5.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 96.08K | +847.2% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | JPMorgan Chase ✦ | 81.92K | +2482.4% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Ameriprise Financial Inc | 63.38K | -84.7% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | UBS Group AG | 41.10K | -11.5% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 38.79K | +42.7% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Susquehanna International Group, Llp | 31.45K | -55.2% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Hsbc Holdings Plc | 30.77K | -47.9% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Bank Julius Baer & Co. Ltd, Zurich | 22.04K | 0.0% | $956,223 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Invesco Ltd. | 16.67K | +187.2% | $723,145 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fisher Asset Management ✦ | 8.56K | -2.9% | $371,166 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 7.48K | -46.8% | $324,399 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 6.51K | -11.8% | $282,534 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.87K | -81.5% | $81,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 1.51K | 0.0% | $66,053 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 1.11K | 新增 | $47,993 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 452 | -33.2% | $19,603 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 440 | 0.0% | $19,088 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 26 | Russell Investments Group, Ltd. | 356 | 0.0% | $15,436 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 355 | -9.2% | $15,421 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 285 | +54.0% | $12,363 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cwm, Llc | 225 | 0.0% | $9,770 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 122 | 新增 | $5,292 | 0.0% | New | 1 | SEC ↗ |
| 31 | Citigroup Inc | 113 | 0.0% | $4,902 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 101 | 0.0% | $4,381 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 61 | -36.5% | $2,554 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 48 | 0.0% | $2,082 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 12 | 0.0% | $521 | 0.0% | Held | 2 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 11 | 新增 | $477 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Fifth Third Bancorp | $47,993 | 0.0% |
| Northwestern Mutual Wealth… | $5,292 | 0.0% |
| UBS AM, a distinct business… | $477 | 0.0% |
已清仓
| Qube Research & Technologies… | $1.48M | 曾为 0.0% |
| Goldman Sachs Group | $1.41M | 曾为 0.0% |
| Citadel Advisors | $1.07M | 曾为 0.0% |
| IMC-Chicago, LLC | $804,016 | 曾为 0.0% |
| Mirae Asset Global… | $483,643 | 曾为 0.0% |
| Hrt Financial Lp | $346,000 | 曾为 0.0% |
| Cetera Investment Advisers | $241,509 | 曾为 0.0% |
| Wellington Management | $239,527 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 88 持有人, 8.10M 股份, $348.46M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据